Preferred Partner Network

Robert Wander, Certified Financial Planner
Wander Financial Services

The Graybar Building
420 Lexington Avenue
Suite 1910 New York, NY 10170
Phone: (646) 435-6327
Cell: (646) 220-1237
Fax: (646) 219-7766
Email: robert.wander@wanderfinancial.com
Website: www.sarep.com/robert.wander

Service Offerings

Enable business owners, generally with 10-100 employees, to realize savings in both cost and time on their employee benefit programs, such as health insurance and retirement plans. We design and administer such programs, taking advantage of various tax-saving opportunities for both employer and employee.

In addition, personal financial planning services such as investment, insurance, college and retirement planning are available for business owners and professionals.

Billing Information

No fee for initial consultation. Compensation is dependent upon the type of engagement - for health and other types of group insurance, generally no fee is involved - my compensation is paid by the insurance company that provides the product. For retirement plans, fee is a percentage of assets, and is dependent upon the amount of assets under management.

Estimated Response Time

Response time is within 24 hours and usually quicker.

Industry Specialization

No industry specialization - although I have many clients in both entertainment and law, I work with many other industries as well.